How do I Create Custom Views in the Pricing App?

Updated on August 2, 2022 10:44PM by Admin

Pricing is an important aspect of any business, by using that you can define the worth of the item you are selling and what your customers use. You can create your own views on the left panel using the View feature.

Steps to create the custom view:

  • Log in and access the Pricing App from the universal navigation menu bar.
  • On the pricing page, scroll down and select the + icon beside My Views as shown below.
Pricing - Views + icon
  • The Create View window comes into view. Here enter the following details:
    • Name - Name of the price list.
    • Currency - Select the type of the currency
    • Description - Description of the price list
    • Tag - Tag of the price list
    • Status - Status of the price list
    • Category - Category of the price list
  • Here, I want to create the view which gives the list of price list which category is Existing.
  • Click on the Search icon.
Pricing - View Search icon
  • The results will appear and here you can create a view of these price lists by clicking on the Save as View button.
Pricing - View Save as View
  • Save as View pop-up will appear, give the Name of the view and you can share the view with others by enabling the toggle. Click on the Save button.
Pricing - View Save
  • Now the created view is available in the left panel. Click on it to view the records that match the criteria.
  • You can edit or delete the created view by clicking on the Edit and Delete icons.
Pricing - View Edit